部分详细内容仅提供韩文版本。

What if you invested monthly in KODEX 200 for 10 years?

This looks at putting the same amount every month for the last 10 years into KODEX 200, the leading ETF tracking Korea's KOSPI 200. Over this window the KOSPI behaved like a 'box range,' swinging sharply and then returning to roughly where it started.

Investment conditions

Asset · KODEX 200 (KOSPI 200)

Method · Recurring monthly investment

Period · 2016-07-01 ~ 2026-07-01

Amount · $222 / month

As of · 2026-07-01

Key metrics

These results do not reflect taxes. Based on historical data.

Total invested
$26,889
Final value
$120,704
Profit
$93,815
Cumulative return
+348.9%
Annualized return (XIRR)
28.4%
Number of purchases
121

Risk & recovery

As important as returns. This service does not hide maximum drawdown or loss periods.

Maximum drawdown (MDD)

-32.5%

Largest drop from peak

Longest loss period

5months

Months in loss: 11

Recovery period

7months

Growth over time

Invested principal (dashed) and portfolio value (solid). Values below match the calculation.

차트 로딩 중...

Total invested $26,889Final value $120,704 (+348.9%), Maximum drawdown (MDD) -32.5%

Why this period and asset

This 10-year window starts from 2016 and captures the 2020 COVID crash, the sharp rebound, and the correction that followed. Over this period the KOSPI was buffeted by the semiconductor cycle, exports, the won/dollar rate and foreign flows, swinging up and down rather than holding a clear uptrend. It contrasts with the steady climb of major US indices over the same years and illustrates the box-range character of the Korean market well.

Interpreting the result

Because KODEX 200 spreads across the top 200 names, its drops are gentler than a single stock, but this window still had a maximum drawdown and loss period around the COVID crash and the correction after. Monthly investing keeps buying at lower prices during declines, lowering your average cost, so the benefit of buying dips accumulates somewhat even in a box range. But that effect has limits if the index stays flat for long, so it is important to check the recovery period and maximum drawdown together.

Caveats & limits

This result simplifies dividends, trading fees and taxes, and past performance does not guarantee the future. KODEX 200 is a Korea-listed won (KRW) product, so the figures are in Korean won; despite index diversification, it had a maximum drawdown around COVID and a loss period before recovery. As a domestic asset, currency is not applied here, but the risk of prolonged box-range stagnation must be considered separately.

Data sources & limits

  • Price data source: Yahoo Finance / FinanceDataReader
  • Collected on: 2026-07-23
  • Effective trading date: 2026-07-01
  • Price basis: 复权收盘价(已反映股息与拆股)
  • Trading fees and taxes are not reflected — figures are pre-tax.
  • Based on historical data; does not guarantee future returns.

Frequently asked questions

Why is the last decade of the KOSPI called a box range?

It repeatedly rose and fell before returning to similar levels rather than holding a clear uptrend. With many swings, you should check the recovery period and maximum drawdown together.

How does this differ from the 20-year window?

The 10-year window excludes the 2008 crisis and centers on the COVID crash. The maximum drawdown and loss period change with the start date, so it helps to compare the two windows.

Are taxes or currency reflected?

As a Korea-listed won product, currency is not applied directly. Dividends, taxes and trading costs are simplified, so actual returns may differ.

Related scenarios

📋 结果基于历史数据计算,过去的收益不代表未来的收益。

📋 本服务旨在帮助理解投资、供教育之用,并非投资建议。